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Finance | Project Operations, Human Resources, ...
Answered

create extension of controller class to call custom design per legal entity

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Posted on by 506

Hi every one,

we have a requirement where we have to customize the sales invoice report and each legal entity has its own format. now i read that we can call custom design through print management https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/analytics/custom-designs-business-docs but this would be one design. i want different design for multiple legal entity. what would be best possible approach for this. 

Thankyou

  • Verified answer
    Martin Dráb Profile Picture
    240,742 Most Valuable Professional on at

    I don't understand. If you configure print management in company A to use DesignA, switch to company B and tell print management to use Design B, won't it fulfill you requirements?

  • xain Profile Picture
    506 on at

    Hi Martin,

    so print management settings are company specific, i thought it is shared across all companies.

  • Verified answer
    Mohit Rampal Profile Picture
    12,573 Moderator on at

    Yes, Print management settings are legal entity specific. As Martin suggested, you can add different report design in each legal entity as per your requirement.

  • xain Profile Picture
    506 on at

    thank you Martin and Mohit. that helps. but i have a question. is the below code correct way to add multiple report in print management, because first one is visible in print management but second one is not available.

    pastedimage1681483210426v1.png

  • Verified answer
    Bharani Preetham Peraka Profile Picture
    3,634 Moderator on at

    It will give error if you add using delegate. I would suggest you to use add method to add custom documents and configure print mgmt so that your custom design will run.

  • xain Profile Picture
    506 on at

    Hi Bharani,

    Thanks for suggestion. i end up using your advise and it worked. didn't needed to add delegates.

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